General Dynamics : Cramer would rather see investors in Lockheed Martin or Northrop Grumman , with its 4% yield. AeroVironement , and its unmanned airplanes, also works as a play during the Obama administration.

Diana Shipping :Nordic American Tanker and Frontline are Cramer’s picks in the shipping sector.

El Paso : For natural gas, investors should go with Anadarko Petroleum , Cramer said. He thinks APC is the cheapest and has the most room to run.